MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,210,206 $237M 0.01% -2,565 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,066,820 $209M 0.01% +24,512 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 910,692 $178M 0.04% +16,606 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 740,507 $145M 0.08% +27,399 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 510,296 $99.9M 0.02% -11,945 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 509,148 $99.7M 0.02% +26,347 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 457,116 $89.5M 5.41% -65,851 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 412,786 $80.8M 0.19% +30,256 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 339,096 $66.5M 0.08% +22,398 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 318,192 $62.3M 0.01% +4,547 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 317,662 $62.2M -54,011 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 293,593 $57.5M 0.02% +14,535 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 247,584 $48.5M 0.61% +34,308 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 207,697 $40.7M 0.06% +1,165 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 199,122 $39M 0.04% +11,109 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 186,391 $36.5M 0.01% +3,813 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 179,111 $35.1M 0.04% -2,941 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 168,781 $33M +54,051 Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 155,280 $30.4M 0.05% -5,360 13F-HR Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 150,369 $29.4M 0.92% +44,405 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 124,338 $24.3M 0.05% +26,046 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 109,863 $21.5M 1.02% +3,118 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 109,373 $21.4M 0.05% -2,248 13F-HR/A Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 104,159 $20.7M <0.01% +6,145 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 104,058 $20.4M 0.02% +2,008 13F-HR Timeline Group Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 91,546 $17.9M 2.25% +1,934 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 90,467 $17.7M 1.03% -591 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 84,125 $16.5M 0.02% -17,673 13F-HR/A Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 83,344 $16.3M 5.58% +9,904 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 79,370 $15.5M 6.43% -67 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 76,673 $15M 0.05% +3,583 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 63,292 $12.4M 0.01% +7,646 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 61,096 $12M 1.31% -409 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 59,265 $11.6M 0.03% +617 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 59,153 $11.6M 0.01% -1,325 13F-HR Timeline Group VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 114,137 $11M 0.69% +56,659 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 55,147 $10.8M 2.28% +1,888 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 53,732 $10.5M 0.01% -2,821 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 53,620 $10.5M 0.32% +1,154 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 53,532 $10.5M 0.01% +1,482 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 50,838 $9.95M 0.02% -1,002 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 50,755 $9.93M 0.13% +1,890 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 47,855 $9.37M 0.04% -3,534 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 46,171 $9.22M <0.01% +7,699 13F-HR Timeline Group Greenline Partners, LLC More: the full row for Greenline Partners, LLC 44,037 $8.62M 0.88% +1,456 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 43,979 $8.61M 0.03% +16,640 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 41,908 $8.2M 0.75% -6,633 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 40,582 $7.94M 0.01% +3,765 13F-HR/A Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 35,355 $6.92M 0.21% -287 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 34,367 $6.73M <0.01% +1,414 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 33,628 $6.58M -8,163 Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 33,513 $6.56M 0.07% +1,311 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 32,779 $6.42M 0.05% -8,378 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 32,290 $6.32M -921 Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 32,181 $6.3M 0.05% +1,678 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 31,547 $6.17M 0.06% +8,906 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 31,426 $6.15M 0.27% -412 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 30,290 $5.93M 0.03% +4,387 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 29,950 $5.86M 1.07% -1,837 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 29,746 $5.82M +1,272 Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 5,623 $5.82M 3.85% -17,763 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 29,727 $5.82M 0.2% new 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 28,720 $5.62M +58 Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 28,323 $5.54M 2.13% -278 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 27,918 $5.46M 0.03% -304 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 27,602 $5.4M 1.79% -16,571 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 27,133 $5.31M 1.18% +288 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 27,014 $5.29M 0.01% -14,191 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 26,991 $5.28M 0.13% +16,605 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 25,624 $5.03M 0.01% +11,935 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 25,569 $5M 0.31% 0 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 25,000 $4.89M 0.01% -1,000 13F-HR Timeline Group New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 24,515 $4.8M 0.46% +159 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 24,168 $4.73M 1.72% -144 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 23,736 $4.65M 0.18% -43 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 23,185 $4.54M 0.09% -3,287 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 22,180 $4.34M 0.82% +2,275 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 22,171 $4.34M 0.49% +124 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 22,076 $4.32M <0.01% +3,395 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 21,102 $4.13M <0.01% -41 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 21,042 $4.12M 0.01% +2,089 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 20,207 $3.96M 0.09% +20 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 20,021 $3.92M 0.76% +18,399 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 19,467 $3.81M 0.24% +931 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 19,381 $3.79M 0.84% +891 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 19,331 $3.78M 0.06% -545 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 19,258 $3.77M <0.01% +2,166 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 19,087 $3.74M 0.01% -620 13F-HR Timeline Group Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 19,079 $3.73M 2.01% -679 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 18,832 $3.69M 0.62% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 19,012 $3.68M 0.01% -285 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 18,506 $3.62M 0.02% -18,086 13F-HR/A Timeline Ariston Services Group More: the full row for Ariston Services Group 18,137 $3.55M 1.96% +18,137 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 18,041 $3.53M 1.23% +733 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 18,041 $3.53M 0.29% +1,477 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 17,784 $3.48M 0.6% +1,314 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 17,610 $3.45M 0.43% -1,114 13F-HR Timeline Reality Financial Planning Services, LLC More: the full row for Reality Financial Planning Services, LLC 17,460 $3.42M 3.3% -1,568 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 16,805 $3.29M 0.02% +178 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 16,802 $3.29M 0.04% +1,518 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 16,697 $3.27M 1.52% +188 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 16,569 $3.24M 2.04% +441 13F-HR Timeline FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 16,509 $3.23M 1.71% +303 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 15,782 $3.09M 0.05% +589 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 15,748 $3.08M 1.6% -20,200 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 15,618 $3.06M 0.02% +14,248 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 15,520 $3.04M 0.05% +2,172 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15,702 $3.04M 0.18% +10,056 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 15,513 $3.04M 0.06% -560 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 15,242 $3.01M 0.16% 0 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 15,383 $3.01M 0.01% +288 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 15,379 $3.01M 1.08% +107 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 14,985 $2.93M 0.02% +6 13F-HR Timeline Group Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 14,896 $2.92M 2.33% +630 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 14,700 $2.88M 0.66% +1,443 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 14,320 $2.8M 0.77% -448 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 13,883 $2.72M 0.04% new 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 13,755 $2.69M <0.01% +1,242 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 13,624 $2.67M 0.02% -594 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 13,498 $2.64M 0.17% -318 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 13,402 $2.62M 0.03% +1,128 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 13,310 $2.61M 0.1% -11,306 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 13,292 $2.6M 0.07% +54 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 13,194 $2.58M -1,517 Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 13,138 $2.57M <0.01% new 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 12,902 $2.52M 0.1% +3,164 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 12,374 $2.42M <0.01% +9,121 13F-HR Timeline Group Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 12,202 $2.39M 0.48% -162 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 12,087 $2.37M 0.53% -850 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 12,003 $2.35M 0.01% -2,170 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 11,947 $2.34M 0.09% new 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 11,799 $2.31M 0.44% -2,506 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 11,799 $2.31M 0.37% -2,506 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 11,726 $2.3M 0.15% -253 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 11,460 $2.24M 0.07% +740 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 11,454 $2.24M 0.68% +118 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 11,435 $2.24M 0.06% +15 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 11,202 $2.19M 0.21% +41 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 11,035 $2.16M 0.78% -644 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 11,000 $2.15M 0.02% -84 13F-HR Timeline Group Accel Wealth Management More: the full row for Accel Wealth Management 10,764 $2.11M 0.47% +411 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 10,731 $2.1M 0.44% +109 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 10,663 $2.09M 0.02% +3,878 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 10,615 $2.08M <0.01% +3,348 13F-HR Timeline Group Timbuktu Capital Management, LLC More: the full row for Timbuktu Capital Management, LLC 10,445 $2.04M 3.07% 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 10,341 $2.02M 0.02% -366 13F-HR Timeline Group Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 10,246 $1.98M 0.39% -49 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,960 $1.95M 0.05% +125 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 9,886 $1.93M <0.01% +2,770 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 9,651 $1.89M 0.59% +573 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9,609 $1.88M 0.01% -27 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 9,201 $1.8M 0.16% -288 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 9,141 $1.79M 0.02% +695 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,722 $1.71M 0.01% -1,529 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 8,701 $1.7M 0.53% -66 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 8,386 $1.64M <0.01% +6,042 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 8,331 $1.63M 0.64% +2,900 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 8,227 $1.62M 0.32% -22 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 8,158 $1.6M 0.24% +58 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 8,013 $1.59M 0.06% +1,815 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 7,949 $1.56M 1.52% +1,956 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 7,899 $1.55M 1.46% -329 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 7,895 $1.55M 1.11% -811 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 7,836 $1.53M 0.23% +158 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 7,821 $1.53M 0.31% -331 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 7,786 $1.52M <0.01% +2,197 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 7,770 $1.52M 0.03% -813 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 7,759 $1.52M 0.03% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 7,746 $1.52M <0.01% new 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 7,730 $1.51M 0.51% -215 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 7,664 $1.5M 0.13% 0 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 7,636 $1.49M 0.63% +36 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 7,527 $1.49M 0.02% -648 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 7,450 $1.46M 0.59% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 7,363 $1.44M 0.77% +143 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 7,288 $1.43M 0.03% +89 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 7,180 $1.41M 0.38% -65 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 7,062 $1.38M 0.03% +1,775 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 7,016 $1.37M 0.17% -110 13F-HR Timeline City State Bank More: the full row for City State Bank 6,942 $1.36M 0.31% +171 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 6,813 $1.33M 0.01% -121 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 6,798 $1.33M <0.01% +4,530 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 6,739 $1.32M 0.19% -388 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 6,698 $1.31M 0.4% -211 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,693 $1.31M 0.01% +2,183 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 6,657 $1.3M <0.01% -1,046 13F-HR Timeline Group STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 6,460 $1.26M 0.12% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,401 $1.25M 0.05% -26 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 6,177 $1.21M 0.04% -1,540 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 6,118 $1.2M 0.23% -1,602 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 6,030 $1.18M 0.12% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,027 $1.18M 0.02% +94 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 6,004 $1.17M 0.75% +253 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 6,000 $1.17M 0.13% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. 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